Luther Lockwood

Luther Lockwood Email and Phone Number

President and Managing Principal @ MBL Advisors Inc
Charlotte, NC, US
Luther Lockwood's Location
Charlotte, North Carolina, United States, United States
Luther Lockwood's Contact Details

Luther Lockwood work email

Luther Lockwood personal email

n/a
About Luther Lockwood

MBL Advisors is a boutique financial services firm specializing in Business Exit Planning, Wealth Management, Executive Compensation, Corporate Retirement Planning, Executive Disability and Sophisticated Life Insurance solutions for successful companies and high income professionals.I'd like to connect with CEOs, Presidents, CFOs, investment bankers, CPAs and attorneys interested in business exit planning, wealth management and executive benefits. MBL Advisors Inc. is independently owned and operated. Investment Advisory Services are offered through MBL Wealth, LLC, a Registered Investment Advisor. Securities are offered through M Holding Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Insurance solutions are offered through MBL Advisors Inc. CA License 0C84566. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Luther Lockwood's Current Company Details
MBL Advisors Inc

Mbl Advisors Inc

View
President and Managing Principal
Charlotte, NC, US
Website:
mbl-advisors.com
Employees:
13
Luther Lockwood Work Experience Details
  • Mbl Advisors Inc
    President And Managing Principal
    Mbl Advisors Inc
    Charlotte, Nc, Us
  • Mbl Advisors Inc
    President & Managing Principal
    Mbl Advisors Inc Jan 1996 - Present
    Charlotte, North Carolina Area
    For over 30 years Luther has been a trusted advisor to corporate and affluent clients. Luther joined the firm in 1996 and was named partner prior to the sale of the business to Wachovia in 1999. He lead the repurchase and rebranding of the firm to MBL ADVISORS in 2009.During his tenure at Wachovia/Wells Fargo he held a number of leadership positions including Managing Director of the Executive Benefits Group where he was responsible for over $2 Billion in retirement assets. He also served as Managing Director-National Accounts for Wachovia Insurance Services advising clients of the National Wealth Management team and the Family Office practice of Calibre. Today, Luther works with privately held businesses in Business Exit Planning, the design of Strategic Management Incentives for Long-Term Employees (SMILE), corporate retirement plans, executive benefits and wealth transfer plans for affluent families.Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. MBL Advisors, Inc is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. and have not been reviewed for accuracy or completeness. The material and the opinions voiced are for general information only. The testimonials/recommendations are not indicative of future performance or success. Please go to www.mbl-advisors.com for a complete list of states where I am registered. Residents of other states should consult with a local registered representative for securities products. MBL Advisors, Inc. is a member of M Financial Group. Please go to www.mfin.com for further details regarding this relationship.
  • Ml Bio Solutions
    Board Chairman And President
    Ml Bio Solutions Oct 2017 - Present
    Charlotte, North Carolina Area
    Our Mission: Leverage the research created at the McColl Lockwood Laboratory for Muscular Dystrophy Research at Atrium Health into FDA approved solutions for patients with LGMD 2i.

Luther Lockwood Skills

Wealth Wealth Management Retirement Planning Financial Advisory Executive Pay Estate Planning Leadership Strategic Planning Retirement Plan Consulting Retirement Securities Mergers And Acquisitions Succession Planning Family Office Insurance Investments Pensions Employee Benefits Finra Executive Compensation Wealth Transfer Planning

Luther Lockwood Education Details

Frequently Asked Questions about Luther Lockwood

What company does Luther Lockwood work for?

Luther Lockwood works for Mbl Advisors Inc

What is Luther Lockwood's role at the current company?

Luther Lockwood's current role is President and Managing Principal.

What is Luther Lockwood's email address?

Luther Lockwood's email address is ll****@****ejs.com

What is Luther Lockwood's direct phone number?

Luther Lockwood's direct phone number is +170433*****

What schools did Luther Lockwood attend?

Luther Lockwood attended University Of Georgia - Terry College Of Business.

What skills is Luther Lockwood known for?

Luther Lockwood has skills like Wealth, Wealth Management, Retirement Planning, Financial Advisory, Executive Pay, Estate Planning, Leadership, Strategic Planning, Retirement Plan Consulting, Retirement, Securities, Mergers And Acquisitions.

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